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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,543 | $183,988-70.9% | $162,177-67.0% | $152,897-65.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.12% | 150.79%-133.7pp | 115.60%-98.5pp | 345.43%-328.3pp |
| Employer contribution / active EE | $4,932 | $6,370-22.6% | $5,613-12.1% | $4,764+3.5% |
| Participant deferral / active EE | $8,477 | $8,032+5.5% | $7,297+16.2% | $5,851+44.9% |
| Admin fee / account holder | $28,781 | $13,123+119.3% | $10,843+165.4% | $11,599+148.1% |